See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,792 | $95,971-67.9% | $74,550-58.7% | $135,375-77.3% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -15.61% | 56.96%-72.6pp | 32.53%-48.1pp | 519.73%-535.3pp |
| Employer contribution / active EE | $2,727 | $2,716+0.4% | $1,961+39.1% | $4,779-42.9% |
| Participant deferral / active EE | $674 | $3,843-82.5% | $3,108-78.3% | $5,609-88.0% |
| Admin fee / account holder | $29 | $6,522-99.5% | $5,060-99.4% | $10,827-99.7% |